Company Overview
- Headquarters
- 24 E. Main Street, Bozeman MT
- Website
- xyplanningnetwork.com
- Employees
- 172
- Industry
- Financial Services
Financials & Stats
Revenue
$50B
Who is XY Planning Network
XY Planning Network is a financial services company based in Bozeman, Montana. XYPN is a fee-only Registered Investment Advisor (RIA) focused on independent financial advisors. XYPN provides a platform that gives advisors the tools and resources they need to build successful businesses. This includes access to ongoing education and training, curated technology, compliance support, a community of peers, and back-office support services. XYPN's platform is designed to help advisors to scale their practices and provide the highest level of service to their clients. The company differentiates itself through its focus on advocacy, education, and community building for its advisor members. For more information, visit xyplanningnetwork.com.
Company Leadership
XY Planning Network Industry Tags
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